Hi, Folks! James here. 

If you’re among the nearly 40,000 investors (or maybe 30,000 this year) making a pilgrimage to Omaha for Berkshire Hathaway’s Annual Meeting this coming weekend, I’d like to invite you to meet me and to see my friends Whitney Tilson, Pieter Slegers (of Compounding Quality), Brian Feroldi (of Long-Term Mindset), and many others, including finance professor and Buffett & Berkshire expert Doug Kaas, at a 4pm Saturday event at the Omaha Hilton, across from the CHI Center.

I’ll be hosting a discussion with Pieter and Brian – two of the biggest investing powerhouses on social media – on what Berkshire’s future looks like without Warren Buffett (who retired last year) and more broadly, what investing in a post-Buffett world looks like. 

The 12th Annual Global Investors Conference officially starts at 4pm, when the Berkshire meeting and Berkshire exhibit hall close, but there’s a free wine tasting before that. It will run until 7:30pm and offer a nice dinner.

You can get 20% off tickets via this link below if you use the discount code 5/2BUFFETT.

https://luma.com/8bjknnhd (use code 5/2BUFFETT when you check out).

Warren Buffett and Charlie Munger were extreme trailblazers in their own right: They brought modern fundamental analysis into the fore. But their success brought not only tremendous assets under management (and a first-world problem of size-limited investment opportunities) but also legions of copycats – and companies aspiring to be “Buffett-y”, either in practice or in optics.

It’s not a knock to say that partly because of Warren and Charlie’s success, many of their initial tools and methods – basic financial statement reading, searching for net-nets – have become outdated. 

The investing public is more informed than ever before. The internet made financial data accessible to all, and now AI is doing the work of at least junior analysts.

What worlds are left to conquer? What’s the future of finding mispriced securities? 

We’ll talk about that on our panel, and I’ll share further thoughts here, too.

And if you’re in Omaha and just want to say hi, drop me a note. 

James 

p.s. Here are some screenshots of the organizer's event poster.